Sze Family Charitable Foundation
Sze Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $432K in total assets.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$432K
+13.5% YoY
Revenue
$8K
-127.5% YoY
Net Investment Income
—
-100.0% YoY
Expenses
$14K
-87.2% YoY
Under IRS private-foundation payout rules, Sze Family Charitable Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About Sze Family Charitable Foundation
Based on IRS filings
Sze Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $432K in total assets.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $431,514 | $380,190 | $361,726 |
| Revenue | $7,799 | $-28,348 | $-23,262 |
| Expenses | $14,273 | $111,289 | $36,887 |
| Qualifying Distributions | — | $110,000 | $25,000 |
| Net Investment Income | — | $6,296 | — |
| Distributable Amount | $20,260 | $21,546 | $19,140 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CECILIA SZE | TRUSTEE | 1 | — |
| MICHAEL SZE | TRUSTEE | 1 | — |
| CAMILLE W SZE | TRUSTEE | 1 | — |
| JOCELYN A SZE | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sze Family Charitable Foundation?
Sze Family Charitable Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. It holds $432K in total assets as of 2024.
How large is Sze Family Charitable Foundation?
As of 2024, Sze Family Charitable Foundation holds $432K in total assets with $8K in annual revenue.
Where does Sze Family Charitable Foundation operate?
Sze Family Charitable Foundation has awarded grants in California, Massachusetts, Missouri, Pennsylvania.
How much is Sze Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sze Family Charitable Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sze Family Charitable Foundation's EIN?
Sze Family Charitable Foundation's EIN (Employer Identification Number) is 47-6437037. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sze Family Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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